Practice automation for architects and engineersEvery project filed.
Every payment checked.

Fixed-price automations for Microsoft 365 and SharePoint. Hosted in Australia. Sensitive data stays onshore.

What’s changed

Your designs are your IP. Your inbox is where the risk gets in.

Project correspondence, consultant invoices and client details move through email every day. Registration boards expect CPD evidence on demand, and fraudsters target construction payments.

Every year

Architects: audit-ready CPD. In Victoria, 20 CPD points a year (10 formal), records kept for at least 5 years, and audits at any time.

Every 3 years

Engineers: registration renewals. Victorian registered engineers need 150 CPD hours to renew. NSW engineers on regulated buildings need 50 hours a year.

Ongoing

Payment fraud targets construction. The AFP has warned that criminals target the sector with business email compromise and fake bank details.

Our promise

Four things that do not change, whichever product you pick.

Australian-hosted

Project data stays in your Microsoft 365 tenant or our Australian Azure. We move email and metadata, never your drawings.

Sensitive data stays onshore

Automations that handle client PII, ID, TFNs or financial data run on Australian-hosted solutions only. Rules and Microsoft-native tools first.

Fixed scope, fixed price

You know the cost before we start. Anything outside the standard stack is quoted upfront.

Security-first

Built and managed by a cyber security MSP, not a generic automation agency. Every engineer is based in Australia: no offshore developers or helpdesk.

The products

Five products. One standard stack.

Built for Microsoft 365 Business Premium with SharePoint as your project file store. Egnyte, Dropbox and file servers on request.

01 ProductivityAvailable now

Project Setup

Every job set up the same way.

One form creates the job number, a SharePoint project site from your template, a Teams channel and the right permissions.

Setup from $2,950 · $95/mo
02 RecordsIn validation

Project Email Filing

Correspondence in the project, not the inbox.

Emails with a job number file themselves to the project, with a weekly unfiled report and a prompt before send to follow.

Early access, about a 4-week lead time: book a practice review

Setup from $3,450 · $195/mo
03 ComplianceAvailable now

CPD & Registration Tracker

Audit-ready CPD, every year.

Staff log CPD in two minutes. Tracked against architect and engineer rules, with reminders and five-plus years of evidence.

Setup from $950 · $95/mo
04 SecurityAvailable now

Bank-Change Guard

Stop payment-redirection fraud.

Requests to change bank details on fee or consultant invoices are flagged, with a call-back assigned and logged so your team verifies before paying.

Setup from $1,950 · $95/mo
05 SecurityComing soon

Design IP Watch

Know when project files walk out the door.

Alerts on mass downloads and external sharing in Microsoft 365, a departing-staff checklist and a monthly sharing report per project.

Register interest; no payment until it is released.

Setup from $2,450 · $150/mo
Bundle Save 15%Starts now

Project Foundations

Products 01 and 02 together.

A consistent project structure, and correspondence that files itself into it.

Project Email Filing joins when released; the rest can start now, and the bundle price is held for 6 months. Register interest

Setup $6,400 $5,450
Where each product is at

We only sell what we can deliver.

Of the 5 products here: 3 available now, 1 in validation and 1 coming soon. Last reviewed 29 October 2026.

Now Available now

Built on Microsoft 365 features and tools we already run. We can install it today at the published price.

Next In validation

Being piloted with a client before general release. Early access, quoted after a practice review.

Soon Coming soon

Being built. Register interest and we will tell you when it is ready; we take no payment until it is released.

See it work

What actually happens, step by step.

Two of the five products, as your team would see them. Everything runs inside your own Microsoft 365.

Available now

Bank-Change Guard

  1. 1Email arrives“Please note our new account for invoice 4471…”
  2. 2FlaggedA red warning banner appears in Outlook, and a copy goes to the guard register.
  3. 3Call-back assignedYour owner rings the consultant on a number already on file, never a number in the email.
  4. 4Verified and loggedThe outcome is recorded before anyone changes a payment.
In validation

Project Email Filing

  1. 1Client email arrives or is sentFrom any fee-earner’s mailbox, including shared ones.
  2. 2MatchedBy the project number, e.g. P2024-031.
  3. 3FiledTo the project’s SharePoint, with a 7-year copy kept in Australia.
  4. 4Monday reportEach person sees anything still unfiled, and files it from Outlook.
Simple, fixed pricing

Pick what you need. See the price now.

Every product stands alone. Tick the ones that fit and the bundle discount applies itself.

All prices ex GST for practices of up to 10 staff. Larger practices, and project files kept outside SharePoint (Egnyte, Dropbox, file servers), are quoted upfront. Evisent managed clients receive 10% off setup, or the bundle price if that is lower (not both).

Custom builds · Any industry

Not on the list? We’ll build it.

The products cover the jobs most practices share. Your business has its own. Tell us the job that eats your team’s week and we’ll scope a custom automation inside your Microsoft 365, quoted at a fixed price before we start.

  • Any industry. If the work runs through email, files, spreadsheets or forms, it can usually be automated.
  • Review first, fixed quote second. Thirty minutes with an engineer, then a written scope and price. No payment until you approve it.
  • Built and managed by us. In your own tenant, secured by the team that already looks after your IT.
How it works

Four steps. No surprises.

01

Practice review

A 30-minute call to map your systems and pick the right product.

02

Fixed quote

Scope and price in writing before any work starts.

03

Install

Built in your own tenant and tested with your team.

04

Managed

We monitor it, keep it working through vendor changes and review it quarterly.

Straight answers

Questions practices ask first.

Do you touch our drawings or models?

No. We move email and metadata. Drawings, models and project files stay where they are, in your SharePoint, and we never copy them out.

We keep projects on Egnyte or a file server. Can you still help?

Yes, but that sits outside the standard stack, so we quote upfront after the practice review rather than using the published price.

Does the CPD tracker know the rules for my state?

It ships with the Victorian architect and engineer rules and the NSW regulated-building requirement. Other states are configured during install.

Do we need to be an Evisent managed IT client?

No. Everything installs into your own Microsoft 365 tenant. Managed clients get 10% off setup, or the bundle price if that is lower.

↳ Next step

Book a 30-minute practice review.

Thirty minutes to map your systems and pick the right product. If nothing needs doing, we will tell you that.